Personalize your email campaigns to make your subscribers feel important with the use of some easy-to-use merge tags. Shoot your campaign by addressing your subscriber’s first name, last name and more.

Make use of custom field data and address them in your campaigns. We allow you to define a value to address them in your emails and a value for your social campaigns. If you’ve mapped contact details, we will add the data in your campaign, else, what you define is what they see.

You can additionally, use our header & footer tags which will be useful for subscription related operations and updating your subscriber’s profile. Your subscriber’s can tell their friends too about your campaigns. We give you this option as well, while using our merge tags.

This document will guide you through on what merge tags are, it's types and why use merge tags.

You can choose between types of merge tags:

• Pre-defined tags
• User defined tags

Both the above-mentioned tags will consist of a mail default value and a social default value.

Mail default value tags are those defined for your email campaigns and social default value tags are those defined for your social campaigns.

Pre-defined tags are tags with certain formats set by us:

• $[FNAME]$ - This tag can be used if you are very sure that your subscriber’s first name is mapped to the contact details field. Only then, will your subscriber’s be addressed with their first name. If not, please note that the tag itself will be displayed in your campaign. If there is no value defined, then, the field will be empty. This tag is not editable.

• $[FNAME|Customer|Guest]$ - This tag is similar to the one above. If your subscriber’s first name is mapped to the contact field, your subscriber’s will be addressed with their first name. If not, they will be addressed as Customer in your email campaign and Guest in your social campaign.

This tag is editable. Which means, if you want to address your subscribers as Subscriber as their first name, all you need to do is replace Customer with Subscriber in the tag as given - $[FNAME|Subscriber|Guest]$

Pre-defined tags allow you to use three different fields - Email, First Name and Last Name.

User defined tags are those, that the user defines according to his needs from a list of contact fields and the custom field data. This gives you the liberty to use more number of fields than just the usual email, first name and last name.

User defined tags allows you to choose either of the two fields:

• Pre-defined fields
• User defined fields

Pre-defined fields are fields set by default which are basic contact info in the sign up form / add contact page. Fields like contact email, first name, last name, company name, phone and etc.

Decide on a field you want to address your subscribers with, define the tag, your mail default value and social default value. There are no tags that are defined by default in this case. You’ve the freedom to define your own tag for your own understanding, reference and easy usability.

User defined fields are fields that can be used to address your subscribers, only if you've created a custom field. If you’ve, then select the field and define the tag, your mail default value and social default value.
Having said on what merge tags are all about, we will now, guide you on how to easily use these tags to make your campaigning experience neat.

How to use merge tags.

• Pre-defined tags:

Start creating your email campaign, at the editor all you need to do is first decide, how you want to address your subscribers. Decide whether email, first name or last name.

1. Click on the tag you want.
2. Copy and paste the tag in your content.
3. Click Save & Close.

for e.g., If you want to address your subscribers with their Last Name, click on the tag $[LNAME]$ or $[LNAME|Customer|Guest]$ and copy, paste the tag in your content configuration field.

And, when your subscribers receive your newsletter this is how they will view your campaign

User defined tags:

The flow of using these tags in your content is pretty much the same, except that you need to create a set of tags. To do this:

1. Click Settings
2. Click Merge Tags
3. Select the field at the user fields drop down box
4. Define Merge Tag
5. Define mail default value
6. Define social default value
7. Click Save

Please note that, during campaign creation, in the text editor, selecting a user defined field at the drop down menu will be possible only if you’ve created a custom field.(link to create a custom field)

The tag created, will be displayed below user defined tags during content configuration. To use, during content configuration:

1. Select User Defined Tags
2. Click on the tag you want.
3. Copy and paste the tag in your content.
4. Click Save & Close

for e.g., If you want to address your subscribers with their secondary email address copy, paste the tag in your content $[UD:SEC]$ or $[UD:SEC|ABC|CBA]$

Please note that merge tags can also be used for Call Back URL's, campaign subject and for list details known as List Link tags.

However, there are certain points you need to keep track while using merge tags:

1. Only 45 custom fields are allowed per organization.
2. Editing a custom field will affect existing tags. You can either disable or update the tag.
3. Deleting tags will display tag format itself in your email campaigns.
4. While defining a merge tag, the only characters allowed are _ and : . Other special characters are not allowed.
5. A merge tag that is defined cannot be edited whereas; it can be mapped to some other field.
6. Make sure you don’t copy, paste the tag itself in the text editor. Reason being, your subscriber will view the link.
7. In case you want a hyper link in your content, use either Insert Link from our editor or use the tag in your HTML.
8. Only contact detail tags can be used for Call Back URL's.
9. Header & Footer tags and List Link tags cannot be used while using tags in your subject.